LEXZUR v9.10.0.0 Release Notes

Important highlights from this release

Minor Bugs & Minor Improvements.

Introducing the Powerful BI Tool: Tailor Your Dashboards to Your Needs in Lexzur. Contact us for more details.
Unlock the power of efficient Matter addition and Contract approvals with our new email listener feature. See detailed guide.
Lexzur now offers users the ability to add custom email signatures directly from their profiles. See detailed guide.
Improving Lexzur Internal Signature to include its dedicated workflow, and supporting multiple signatures. See detailed guide.
Users can now customize the appearance of contract pages according to the types of contracts. See detailed guide.
Users can now hide empty contract fields based on the "None" value. See detailed guide.
Introducing Contract ID Reset Feature: Reset IDs by Types and Years. See detailed guide.
Users can now control advisor notifications and restrict editing of matters from the Advisor Portal. See detailed guide.
Users can now set a default contract name when none is provided. See detailed guide.
The email engine now supports forward and reply-all functionalities. See detailed guide.
A new Task Type filter has been introduced to the Task Kanban Board. See detailed guide.
Minor Bugs & Minor Improvements.

Approval through Email

192013023

Now the user can enter an old approval date even before one week from the creation of the contract.

The user should not be able to enter the approval date.

It should take the approval date automatically.

Hide approval date and signature date (if available) in Contra and CP
(optional in Contra settings) with default true for all clients

To be hidden by default
Approval date if enabled should be added to comment in audit logs

The signature center shouldn't show in the request if there's isn't a signature workflow related to the request. both the requester and user working on the request shouldn't see the signature center when there isn't one as it is confusing them.

Add a settings page called(Tabs per type Configuration) per contract type and subtype, to show all tabs and allow the user to select/unselect from it(to affect CP as well)

Hide tabs per contra type

in Contra and CP

when the contract is approved and the negotiation is not completed=> change the status to completed
when adding a new comment in negotiation, scroll to the new one
remove @ from all comments, and make it blue (same as Jira but without a link)
add space at the end of the comment
keep the negotiation visible when the contract is approved(make it clickable to check the negotiation thread)

RCU is using the workflows to set a status where input from the requester is required.

They want the comment box in general to be disabled, and only when the request is in this status the requester can fill in the comments box (in a workflow transition screen)

Add option to the cp settings, to enable/disable the comment in the details page(ability to add a comment)

Ability to search by assigned team in the time kpi report

Support the ability to reorder the categories on the client portal home page for core and contra

5152Contract 5354555657585960616263Login 6465Save 6667Approved 686970Approver from71Assignee 7273747576777879error 80can81error 8283 word 84Start 85Signature arabic86contract chars87external 88Contract 8990theme 91signature 92939495can96979899100101

	Issue Type	Issue Key	Summary	Description
1	New Feature	A4L-10386	BI Tool in Lexzur	Introducing the BI tool in Lexzur! Users, with the enterprise plan, can now personalize their dashboards according to their preferences. Any table within the system can be transformed into a visual dashboard using an SQL query.
2	New Feature	A4L-12796	Email Listeners Feature	Introducing a new email listener feature for Matter and Contract approvals. Users can configure their email listeners to automatically add matters into Lexzur based on emails received at specific addresses and approve contracts based on emails as well. They can customize the domain, practice area, and category, and specify the assigned team and creator directly.
3	New Feature	A4L-12764	Email Signature	Introducing Email Signatures in Lexzur! Users can personalize their email signatures directly from their profiles. You can customize your signature with different font styles, sizes, colors, alignments, and add images.
4	New Feature	A4L-13068	Approval Through Email	A new form for the approval process has been implemented, offering the flexibility to configure it for email approval in addition to URL. With email approval, the approver will receive a predefined form via email to send their approval. Using the configured email listener, the system will periodically check for received approval or rejection emails and update contracts accordingly.
5	New Feature	A4L-12314	Reset Contract ID Option	Users now can reset Contract/Document IDs based on specific criteria, such as type, year, or both, for Contracts/Documents created after activation.
6	New Feature	A4L-9635	The "Copy to" option in 360 Docs	A new option "Copy To" in 360Docs. This feature enables users to duplicate a file and choose a destination within the current directory module. (enabled from user group permissions)
7	New Feature	A4L-12203	Disable Email Notifications in the Advisor Portal	Users now have the option to control and turn off email notifications sent to the advisor portal from the notification scheme.
8	New Feature	A4L-12960	Disable Matter Edit from AP	Users now can control edits to matters and cases from the Advisor portal. They can easily enable or disable this feature through the settings.
9	New Feature	A4L-10051	Email Engine Support Exchange Server	The Email Engine now offers support for the Exchange Server.
10	Improvement	A4L-13084	Lexzur Internal Signature	Introducing a new enhancement to Lexzur Internal Signature. Now, Lexzur signatures have their own dedicated workflow, enabling support for multiple signatures. You can enable or disable this feature from the settings. Users can use it like any other digital signature, customizing coordinates with features such as signature names, stamps, designations, and dates, while also receiving emails.
11	Improvement	A4L-13022	Customize Contract Tabs Appearance	A new settings page "Tabs per type Configuration" is now available where users can choose which tabs they want to display in contracts based on the selected type. This feature will also apply to CP contracts.
12
Issue Type	Issue Key	Summary	Description
1	New Feature	A4L-12764	Email Signature	Introducing Email Signatures in Lexzur! Users can personalize their email signatures directly from their profiles. You can customize your signature with different font styles, sizes, colors, alignments, and add images.
2	New Feature	A4L-12203	Disable email notifications in the Advisor Portal	Users now have the option to control and turn off email notifications sent to the advisor portal from the notification scheme.
3	New Feature	A4L-10386	Support BI on top of Lexzur	Introducing the BI tool in Lexzur! Users, with the enterprise plan, can now personalize their dashboards according to their preferences. Any table within the system can be transformed into a visual dashboard using an SQL query.
4	New Feature	A4L-9635	The "Copy to" option in 360 Docs	A new option "Copy To" in 360Docs. This feature enables users to duplicate a file and choose a destination within the current directory module. (enabled from user group permissions)
5	New Feature	A4L-13068	??
6	New Feature	A4L-12960	Disable matter/litigation case edit	Users now can control edits to matters and cases from the Advisor portal. They can easily enable or disable this feature through the settings.
7	New Feature	A4L-12796	Email Listeners Feature	Introducing a new email listener feature for Matter and Contract approvals. Users can configure their email listeners to automatically add matters into Lexzur based on emails received at specific addresses. They can customize the domain, practice area, category, and specify the assigned team and creator directly.
8	New Feature	A4L-12314	Reset Contract ID Option	Users now can reset Contract/Document IDs based on specific criteria, such as type, year, or both, for Contracts/Documents created after activation.
9	Improvement	A4L-13398	Share the Signed Contract via Email	Signed Contracts will now be automatically emailed to all signees once they are signed within the system, eliminating the need for manual distribution. This behavior mirrors that of DocuSign and AdobeSign.
10	Improvement	A4L-13269	Approval Email using Email Listeners	Make approve and reject buttons send emails and work using email listeners
11	Improvement	A4L-13255	Task Type filter in the Task Board	A new filter "Task Type" has been added to the task kanban board, making it simple for users to filter tasks based on their type.
12	Improvement	A4L-13123	Contra Privacy Per Group	A new option has been added to contract privacy settings, allowing users to set privacy on a per-user groups.
13	Improvement	A4L-13084	Lexzur Internal Signature	Introducing a new enhancement to Lexzur Internal Signature. Now, Lexzur signatures come with their own dedicated workflow. You can easily enable or disable this feature from the settings. Users can utilize it just like any other digital signature, customizing the signature process with options like signature names, stamps, and more.
14	Improvement	A4L-13053	Supporting new approval/signatures in Delegation	Delegation will now extend support to all newly created contracts during the delegation process, assigning work in the approval or signature center to the alternative user. This extension will also be applied to the CP delegation.
15	Improvement	A4L-13047	Assign Contract new Window	You can now assign contracts to a user or team directly from a dedicated window, with the option to restrict access based on permissions.
16	Improvement	A4L-13046	Add Watcher to Screen workflow	Users now can include the watcher field in the screen when transitioning from one status to another, which can be managed within the contracts workflow.
17	Improvement	A4L-13045	Additional Fields in Upload Contra Forms	Users now have the option to add a collaborator field when configuring contract forms. Additionally, there is now a default value option available to predefine a value for hidden fields within the form.
18	Improvement	A4L-13033	Workflow Status of Related Contracts	From the "Related Contracts/Documents" tab, users can now monitor the workflow status of contracts associated with the main contract.
	Improvement	A4L-13030	Hide "None" Value Contract Fields	Admin users now have control over the visibility of contract fields based on the "None" value. They can choose whether to display all "None" values in the contract details or hide them entirely. This functionality applies to contracts within the system as well as CP contracts.
13	Improvement	A4L-
The user should not be able to select the approval date in approve
13398	Share the Signed Contract via Email	Signed Contracts will now be automatically emailed to all signees once they are signed within the system, eliminating the need for manual distribution. This behavior mirrors that of DocuSign and AdobeSign.
14	Improvement	A4L-13023	Hide Approval and Rejection Date	Users now have the option to remove date fields for approval and rejection. It is no longer mandatory to specify dates, as they can be hidden from the settings.
15	Improvement	A4L-12665	Default Contract Name	Users now have the option to set a default contract name. If the contract name field is left blank, it will be automatically filled based on predefined options, including Contract Type, Type - Party 1 // Party 2 // Party 3 (if available), or Type - Party 2 // Party 3 (if available).
16	Improvement	A4L-10978	First-Party Default Value	Users now can define a default value for Party 1 in the Add form, CP Form, and Contract Templates, reducing repetitive input. This default first-party name can be configured in the settings.
17	Improvement	A4L-12739	Customize History in Contract Notification Email	Users now have the option to select the specific history they wish to display in contract notification emails. This includes options like general details, approval, signature, renewal history, and more.
18	Improvement	A4L-13123	Contra Privacy Per Group	A new option has been added to contract privacy settings, allowing users to set privacy on a per-user groups.
19	Improvement	A4L-12068	Support forward/reply-all in the Email Engine	New options have been added to the email engine, including the ability to Forward and Reply All.
20	Improvement	A4L-13255	Task Type filter in the Task Board	A new filter "Task Type" has been added to the task kanban board, making it simple for users to filter tasks based on their type.
21	Improvement	A4L-13053	Supporting new approval/signatures in Delegation	Delegation will now extend support to all newly created contracts during the delegation process, assigning work in the approval or signature center to the alternative user. This extension will also be applied to the CP delegation.
22	Improvement	A4L-13047	Assign Contract new Window	You can now assign contracts to a user or team directly from a dedicated window, with the option to restrict access based on permissions.
23	Improvement	A4L-13046	Add Watcher to Screen workflow	Users now can include the watcher field in the screen when transitioning from one status to another, which can be managed within the contracts workflow.
24	Improvement	A4L-13045	Additional Fields in Upload Contra Forms	Users now have the option to add a collaborator field when configuring contract forms. Additionally, there is now a default value option available to predefine a value for hidden fields within the form.
25	Improvement	A4L-13033	Workflow Status of Related Contracts	From the "Related Contracts/Documents" tab, users can now monitor the workflow status of contracts associated with the main contract.
26	Improvement	A4L-12996	Enhanced Watcher Search Functionality from CP	Requesters from the CP now have the ability to search for watchers using any related information, not just their name. They can input their email, mobile number, username, or display name for the search.
27	Improvement	A4L-12991	Related Contract/Document Field in Client Portal Request Types	Now, a new field for related contracts/documents can be incorporated into client portal request types, allowing requesters to link new requests to existing contracts.
28	Improvement	A4L-12738	SMTP Mail Server for Notifications and Client Portal Tab Names	Notifications will now be sent based on the SMTP mail server name rather than Lexzur. Additionally, the client portal tab will now display the app title in the look and feel, instead of defaulting to Lexzur.
29	Improvement	A4L-12687	Contract Enhancements	Several enhancements to contracts, including: 1. Introducing a new search bar for assignees in contract templates, making it easier to find and select the assignee. 2. System notifications now exclude the action maker by default for signing contract notifications.
30	Improvement	A4L-12493	Automatic Visibility of Approval and Signing Documents in CP	Documents labeled as "to be approved" or "to be signed" will now automatically appear in the CP when a collaborator is added as an approver or signee.
31	Improvement	A4L-12252	Email Notifications for Requesters and Collaborators	Requester and collaborator have been included in the list of users set to receive email notifications for triggers such as "Contract/Document signed from Client Portal" and "Contract/Document Rejection from Client Portal."
32	Improvement	A4L-11981	Negotiation Form Enhancements	Several enhancements have been made to the negotiation form in both Contra and CP. These include improvements in the comment and mention behavior, automatically changing the status to "completed" when the contract is approved but the negotiation is not yet completed, and keeping the negotiation visible even after the contract is approved (making it clickable to view the negotiation thread).
33	Improvement	A4L-12473	Contract History Filter	A new filter has been added in the contract history section, giving users the option to select which types of contract history they want to view, including details, approval, signature, renewals, amendments, and more.
34	Improvement	A4L-12385	Rename Notes Section in the Client Portal	The "Comments" box in both the Client Portal and the main user interface has been unified and renamed to "Notes."
35	Improvement	A4L-11515	Disable Comments from CP	Admin users now can manage the comments option from the CP. They can choose to enable or disable the option that allows requesters to add comments on matters or contracts from the portal.
36	Improvement	A4L-10694	Contract ID in Contract Templates Variables	A new field for "Contract ID" has been introduced under the system variables type in the contract template.
37	Improvement	A4L-11287	Rearrange Client Portal Request Categories	Users can now easily rearrange the categories on the client portal home page for both Core and Contra by simply dragging and dropping the category to their desired position.
38	Improvement	A4L-12814	Commas in Numerical Values	The numerical value has been improved to include commas after every three decimal places.
39	Improvement	A4L-12791	Exchange Rate Column in Bills and Expenses Grid	A new "Exchange Rate" column has been added to the Bills and Expenses Grid. This displays the variance in rate between the entity's currency and the currency used in each transaction.
40	Improvement	A4L-12482	Enhanced Billing Forms with Mandatory Field Markings	Several billing forms have been enhanced, now including asterisks (*) to denote mandatory fields. This improvement applies to areas such as invoices when adding taxes or services, ZATCA-required fields, bank reconciliation, money transfers, and more.
41	Improvement	A4L-12428	Update Default Exchange Rate on Expense	A new option has been introduced if users click to edit the exchange rate, from the add expense form, they can now also update the default exchange rate directly.
42	Improvement	A4L-11470	Assigned Teams in the KPI report	Now, you can search by assigned team directly from the time entries KPI report.
43	Improvement	A4L-10110	Hijri Calendar in Upload Contract Forms	The option for the Hijri calendar can now be included for Date fields in contract upload forms.
44	Bugs	A4L-13454	Cascading List in the Client Portal
45	Bugs	A4L-13453	Error when adding approvals in new mssql db
46
21	Improvement	A4L-13022	Signature center to be hidden based on the request type
22	Improvement	A4L-12996	Enable the requester to search for a watcher by different info	The requester may search for a user ( watcher by field) by writing his email, extension, mobile, and username as well as the display name. Now we can search by display name by sometimes the requester has only the email of the user (does not know the display name ).\|
23	Improvement	A4L-12991	In the License Management, the requester will create a new Legal Advice if the Legal Advice is done then complete the License Management process	related contract field in CP request types
24	Improvement	A4L-12739	Give the user the option to choose which history to show in emails	Give the user the option to choose which history to show in emails 2 dropdowns (approval center,signature center,amendment, addendum...) If he chose approval center which data(approve, reject, add ,delete...) both can be multiple select
25	Improvement	A4L-12738	Remove Lexzur from notifications and cp tab name	Instead of Lexzur, bring the Outgoing Mail (SMTP Mail Server): From Name in Outgoing Mail+make client portal tab read from app title in look and feel
26	Improvement	A4L-12687	contract enhancements	1-In the contract template forms the assignee list is showing all 300 users, and there is no way to search through this list. 2- If I signed the contract I don't need a notification in the system that I signed the contract, this point and the above are causing confusion. 3- The sign button that appear in the email should take the user to signing screen directly, reduce additional button clicks required Dev Feedback: 1- search bar is added to assignee dropdown in contract template form 2- no system notifications will appear when the logged in user signs a contracts and exclude action maker is activated from notification scheme page. 3- when using the new lexzur sign, when you set coordinates and an email is sent, if you click sign from the email, you will be redirected to the sign form directly.
27	Improvement	A4L-12665	Make default contract name configurable	1- when a user adds a contract using a contract template, upload form, or request type, and leaves the name empty, it is being defaulted to type - party 1 // party 2 but in in house legal departments, it doesn't make sense to include party 1, since it will always be the same. So, we need to add a value in system preferences => contract default values to configure the contract default name, it can be ['type', 'type - party 1 // party 2 // party 3 (if exists)', 'type - party 2 // party 3 (if exists)'] 2- when adding a contract from template, in the first step, you can set a name for the document that will be generated, if the user leaves it empty, use the contract name for it.
28	Improvement	A4L-12560	Enhancement for Lexzur Sign	Support multiple signatures Add when using lexzur sign : Stamp Field Name Designation Date
29	Improvement	A4L-12493	set to be approved and to be signed documents visible in cp when collaborator is added as approver or signee	set to be approved and to be signed documents visible in cp when collaborator is added as approver or signee add to be visible when the approval/signee is collaborator (from approval center and signature center)
30	Improvement	A4L-12252	add the requester and collaborator to notification	add the requester and collaborator to the "contract/document signed from client portal" and" Contract/Document Rejectionfrom Client Portal" to receive email notifications To check the notifications of rejection in Approval and Signature
31	Improvement	A4L-12068	Support forward/reply-all to the email engine	new options in the email engine to: forward, reply all
32	Improvement	A4L-11914	Default the name of the contract to Contract Type- Party 1//Party 2	in all add contract if name is not available to set it
33	Improvement	A4L-10978	Internal - Set Default value for Party 1	Support defaulting the Party 1 value to a named company in the Add form, CP Form, and Contract Templates to avoid a mindless repetition from the user. Define Party 1 on the system settings
34	Improvement	A4L-11590	Internal Task - Minimize the use of multiple PDF libraries	Choose a single library that meets your PDF generation needs. In this case, you've chosen mPDF. Objective : remove dompdf helpers class everwhere in app remove usage of dompdf to create pdf and use mpdf instead
35	Improvement	A4L-10694	Contract Templates - Support in system variables the option of Contract ID	Variable Type: System Field Mapped-to-field: Contract ID (system generated supporting the new ID formats)
36	Improvement	A4L-12814	All numerical values to include commas	37	Improvement	A4L-12791	Add Exchnage Rate column to Bill/Expenses Grid
38	Improvement	A4L-12482	Add Required Star to Billing Forms	Some forms in the billing module missing the required stars. Invoice - step 3 - Add tax on the fly Invoice - step 3 - Add service on the fly Invoice - step 4 - E-invoicing required fields (ZATCA only) Credit Note Money Transfer Invoice Payment Bank Reconciliation
39	Improvement	A4L-12473	Contract Audit Logs	Add filter for the history table
40	Improvement	A4L-12428	Add checkbox "Update default exchange rate" on expense	Add a new expense. Edit exchange rate. Add checkbox "Update default exchange rate".
41	Improvement	A4L-12385	unify The name of "comments" box in the CP and Main user	Unify the name of the "Comments" box in the CP and from the main user side to be the same and not "notes" one side and Comments from the CP side. rename "Comments" to "Notes" on the Client portal. Also, let the CTA be "Add Note" in both core and cp
42	Improvement	A4L-12258	Display paid amount and remaning amount without the need to refresh	Steps to Reproduce: Create an invoice / existing invoice Add a payment. Select the invoice again. Current behavior: Paid amount and remaining amount don't change until refresh . Enhanced Behavior: Paid amount and remaning amount to be changed automatically without refresh .
43	Improvement	A4L-11981	Negotiation Form Enhancements
44	Improvement	A4L-11755	Update empty exchange rate information for old invoices, bills, and expenses [Migration]	Internal
45	Improvement	A4L-11515	Client Portal - Disable comments box on a request	46	Improvement	A4L-11470	Zamakhchary - Time KPI report	47	Improvement	A4L-11287	Client Portal - Reorder request categories
48	Improvement	A4L-10110	Add Hijri calendar to Upload Contract	Add the option to add hijri calendar to Date and start date in contract upload forms
49	Bugs	A4L-13454	cascading list in Client portal	50	Bugs	A4L-13453	error when add approvals in new mssql db
	Bugs	A4L-13431	adding an assignee on mssqL creating an error

47	Bugs	A4L-13420
The contract remains "not started"

48	Bugs	A4L-13419	Adding Approvers of Any Type other than User are Not Displayed As Contributors

49	Bugs	A4L-13410	Document Disappear From CP when Signed With DocuSign

50	Bugs	A4L-13404	enhancement in Tabs config

51	Bugs	A4L-13375	contributors are not edited unless refreshed

52	Bugs	A4L-13346	The alert indicating that the assignee is out of office does not appear

53	Bugs	A4L-13344	"Update failed" appears when changing the assignee

54	Bugs	A4L-13340	Empty event name and php error on edit

55	Bugs	A4L-13332	Wrong modified by is showing in the contract

56	Bugs	A4L-13320	An error occurs when adding delegations

57	Bugs	A4L-13318	The contract appears in the CP when a user is added as a signee

58	Bugs	A4L-13311
The login button is not showing when approving

59	Bugs	A4L-13293	No alert is being displayed if the user doesn't exist in the new assign form on server

60	Bugs	A4L-13290
The save button remains disabled in the milestone

61	Bugs	A4L-13278	Translation issues in Billing Dashboards - French

62	Bugs	A4L-13277
The approved icon isn't showing properly

63	Bugs	A4L-13264	bug in approval and signature grid on mssql

64	Bugs	A4L-13258	Alignment of Portal Design with Dubai Police Standards

65	Bugs	A4L-13245
The approver isn't showing in the edit
form

66	Bugs	A4L-13217
The assignee is not being updated on the approval center

67	Bugs	A4L-13210	Error When Selecting Person As Client on MSSQL

68	Bugs	A4L-13208	delete matter workflow transition

69	Bugs	A4L-13204	Error when Adding Email in Request type on MSSQL

70	Bugs	A4L-13199	Parse Error when Creating a Contract from Request Type on CP

71	Bugs	A4L-13197	Related contracts/documents not showing in dropdown on mssql for client portal

72	Bugs	A4L-13196	Removing permissions not showing an alert

73	Bugs	A4L-13190	CSRF issue in upload file in contra negotiations

74	Bugs	A4L-13188
Error in the CP home page in MSSQL

75	Bugs	A4L-13173
Can't approve/sign a contract when changing user group

76	Bugs	A4L-13171
Error on saving the template

77	Bugs	A4L-13145	Wrong-Task-Board-Information-in-French

78	Bugs	A4L-13080	Advanced Export to
Word - Hearings selected in slots without stages

79	Bugs	A4L-13036
The start date can be greater than the end date in renew and client portal request

80	Bugs	A4L-12992
The signature dropdown button isn't showing on
Arabic

81	Bugs	A4L-12948
Contract audit logs - channel greater than 3
characters

82	Bugs	A4L-12853
External approve translation bug

83	Bugs	A4L-12669
The contract does not appear in the client portal, even if the collaborator is in the approval center and signature center

84	Bugs	A4L-12495	Issues when enabling CSRF and Secure Cookies - Self-hosted instance

85	Bugs	A4L-12492
Theme breaking on otp page

86	Bugs	A4L-12462
Signature form bugs

87	Bugs	A4L-11724	"On" always appears in the generated report

88	Bugs	A4L-11683	Second Signee not receiving email when there is no order between signees

89	Bugs	A4L-11461	Users are not showing for contributors

90	Bugs	A4L-10673
Can't add contract when having deleted user group as an approver

91	Bugs	A4L-12943	wrong time in database type CURRENT_TIMESTAMP

92	Bugs	A4L-12854	Access Denied Alert is Displayed 3 Times When Navigating to My Time Entries

93	Bugs	A4L-12581	Timekeeper Summary, Invoice Total, and Paid Amount fields come empty

94	Bugs	A4L-12049	Invalid behavior for Judgment Value vs. Matter Value per Client Report

95	Bugs	A4L-11789	Server Error on time entries when no permissions are granted

96	Bugs	A4L-8524	Request type categories allowing duplicates

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